Advisor emphasizes planning
Bob Owens makes sure clients are prepared - both psychologically and in their portfolios - for the market's ups and downs over the long term.…
- By: Jade Hemeon
- October 25, 2012 November 6, 2019
- 23:00
Latest news in Special Reports
The best ways to borrow for investing
Help clients navigate options such as home equity lines of credit, margin and no-margin loans
- By: Jade Hemeon
- October 24, 2012 October 31, 2019
- 10:30
How to build a successful fee-based practice
In segment eight, Doug Nelson, partner, senior financial advisor and portfolio risk manager at Winnipeg-based Nelson Financial Consultants, explains how to build a fee-based practice…
- By: Jim Ruta, Doug Nelson
- October 24, 2012 October 30, 2019
- 06:50
Regulators zero in on leveraging strategies
Advisors urged to ask more questions to ensure suitability requirements are being met
- By: Jade Hemeon
- October 23, 2012 October 31, 2019
- 16:15
Dispelling the myths of borrowing to invest
In part one of this two-part series, Talbot Stevens, author of Dispelling the myths of borrowing to invest, discusses the pros and cons of this…
- By: Talbot Stevens
- October 23, 2012 October 31, 2019
- 06:50
Contemplating leverage
Advisors must consider financial and behavioral factors when assessing the suitability of leverage
- By: Jade Hemeon
- October 22, 2012 October 31, 2019
- 14:20
Run an effective client advisory board meeting
Lisa Applegath and Tom Trimble, investment advisors, The Applegath Group with CIBC Wood Gundy in Toronto, explain how client advisory board meetings help them achieve…
- By: Dan Richards, Lisa Applegath, Tom Trimble
- October 22, 2012 October 30, 2019
- 05:00
Boomers must balance retirement savings with paying down debt
Goshka Folda, senior managing director, Investor Economics, outlines the major demographic trends that will influence investment decisions. She says advisors must encourage clients to overcome…
- By: Goshka Folda
- October 17, 2012 December 15, 2017
- 11:30
Successful succession keeps business in the family
Keeping it in the Family: Successful Succession In segment seven, Doug Nelson, partner, senior financial advisor and portfolio risk manager at Winnipeg-based Nelson Financial Consultants, has…
- By: Jim Ruta, Doug Nelson
- October 17, 2012 October 30, 2019
- 05:50
Webinars deliver higher profile and new clients
Ed Rempel, certified financial planner at Brampton, Ont.-based Ed Rempel and Associates, uses webinars and blogging to increase his profile and create leads. Rempel explains…
- By: Dan Richards, Ed Rempel
- October 15, 2012 October 30, 2019
- 06:00
IRS targets mutual funds
U. S. rules that cover Canadian mutual funds could make holding these funds far less attractive for some clients. Advisors need to be aware of…
- By: Rudy Mezzetta
- October 11, 2012 November 6, 2019
- 23:00
Offering education, trust and experience
DOUG BIEHN, A CERTIFIED financial planner with Viking Wealth Management Inc. in Humboldt, Sask., is benefiting from a surge of newcomers to his rural community,…
- By: Dwarka Lakhan
- October 11, 2012 October 30, 2019
- 23:00
Helping clients build new bridges
Lynette Gao has established a thriving practice serving newcomers who need help understanding Canada's system
- By: Dwarka Lakhan
- October 11, 2012 October 30, 2019
- 23:00
Observing the limits of your tax expertise
The complexities of tax law mean that advisors must step carefully in this area or risk liability. Consider having a network of experts in place…
- By: Geoff Kirbyson
- October 11, 2012 November 6, 2019
- 23:00
Client confusion persists
Many holders of TFSAs get caught overcontributing because they don't understand the rules. More education by financial advisors, institutions and the CRA is needed
- By: Geoff Kirbyson
- October 11, 2012 November 6, 2019
- 23:00
Taxation: The hunt for cash
Tough balancing act for governments looking for revenue
- By: Rudy Mezzetta
- October 11, 2012 October 19, 2019
- 23:00
Watch out for residence of trusts
Following a series of recent, significant judgments, it has become crucial to know where your clients' trusts are actually managed. Failure to stay on top…
- By: Jim Middlemiss
- October 11, 2012 November 6, 2019
- 23:00
Tax checklist for clients, 2012
Even though the deadline for filing income taxes is months away, now is the time to look at ways to minimize taxes for your clients…
- By: Fiona Collie
- October 11, 2012 November 6, 2019
- 23:00
Some TFSAs in auditors’ crosshairs
A small percentage of professional investors may be subject to significant tax penalties if they abuse their accounts in tax-avoidance schemes. Most clients, according to…
- By: Dwarka Lakhan
- October 11, 2012 November 6, 2019
- 23:00
Most provinces stay the course
Tax increases are minimal and some provinces have even managed to provide tax breaks
- By: Catherine Harris
- October 11, 2012 November 6, 2019
- 23:00
The feds try to balance the books
This year's deficit-fighting federal budget delays public pension eligibility and closes various tax loopholes to help get public spending under control. But there were some…
- By: Catherine Harris
- October 11, 2012 November 6, 2019
- 23:00
Promoting saving and investment
The pre-budget submissions from groups in the financial services industry argue for more incentives aimed at promoting saving and wealth generation, especially in investment vehicles…
- By: Catherine Harris
- October 11, 2012 November 6, 2019
- 23:00
Using personal holding companies
These structures may have fewer tax advantages than they did in the past, but they can still be useful to shelter wealth
- By: Jade Hemeon
- October 11, 2012 November 6, 2019
- 23:00
The game is changing for life policies
The federal budget announced changes in the benchmark test for tax-free investments, which may create opportunities for insurance advisors and their clients looking for ways…
- By: Dwarka Lakhan
- October 11, 2012 November 6, 2019
- 23:00
Non-profits under scrutiny
The Canada Revenue Agency is in the third and final year of a review of non-profit organizations to "measure tax at risk" in the sector.…
- By: Clare O’Hara
- October 11, 2012 November 6, 2019
- 23:00